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iShares Core S&P US Growth ETF

459 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 140 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,850% more call options, than puts

Call options by funds: $278K | Put options by funds: $4K

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 140

10% more capital invested

Capital invested by funds: $7.41B → $8.12B (+$707M)

6% more funds holding

Funds holding: 432459 (+27)

1.51% less ownership

Funds ownership: 70.56%69.05% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
459
Holders Change
+27
Holders Change %
+6.25%
% of All Funds
7.99%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
140
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
76
Stonebridge Financial Planning Group
Florida
$5.06M +$107K +1,106 +2%
SWP
77
Stratos Wealth Partners
Ohio
$5.04M +$239K +2,485 +5%
WWM
78
Western Wealth Management
Colorado
$4.83M +$1.49M +15,466 +48%
CSWG
79
Cardinal Strategic Wealth Guidance
Kentucky
$4.81M -$73.4K -762 -2%
PFM
80
Parsec Financial Management
North Carolina
$4.76M -$256K -2,659 -5%
FFG
81
Ford Financial Group
California
$4.69M +$233K +2,416 +5%
TFS
82
Thoroughbred Financial Services
Tennessee
$4.62M +$130K +1,350 +3%
CA
83
Cornerstone Advisory
Maryland
$4.18M -$4.53K -47 -0.1%
FHA
84
Flagship Harbor Advisors
Massachusetts
$4.06M +$370K +3,844 +11%
CCM
85
Coldstream Capital Management
Washington
$3.95M -$120K -1,244 -3%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$3.84M +$175K +1,813 +5%
GSWM
87
Golden State Wealth Management
California
$3.81M -$47.9K -497 -1%
HA
88
HYA Advisors
Missouri
$3.76M +$118K +1,222 +3%
MP
89
McDonald Partners
Ohio
$3.64M
GP
90
Greenline Partners
New York
$3.55M
CCM
91
Colorado Capital Management
Colorado
$3.55M +$122K +1,266 +4%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$3.53M +$2.01M +20,906 +149%
Creative Planning
93
Creative Planning
Kansas
$3.52M -$1.52M -15,771 -31%
FHC
94
First Heartland Consultants
Missouri
$3.44M +$180K +1,867 +6%
CWA
95
Canvas Wealth Advisors
Kansas
$3.35M -$33.5K -348 -1%
TF
96
TIAA FSB
Florida
$3.32M -$360K -3,741 -10%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$3.32M -$5.86M -60,820 -65%
BWM
98
Birchcreek Wealth Management
Ohio
$3.24M +$190K +1,971 +7%
CFGS
99
Concourse Financial Group Securities
Alabama
$3.22M +$38.6K +401 +1%
NCM
100
Neumann Capital Management
California
$3.19M

IUSG Hedge Fund Activity: Q2 2021 in Review

459 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2021, worth a combined $8.12B — up 9.5% from $7.41B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IUSG positions and 19 closed out — a net gain of 32 holders — while 154 added to existing stakes and 140 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Balentine LLC, cutting an estimated $125M.

  • 459 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2021, up from 432 in Q1 2021.
  • Funds reported $8.12B of iShares Core S&P US Growth ETF stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 51 funds opened new iShares Core S&P US Growth ETF positions in Q2 2021 and 19 closed out, a net change of +32 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2021 was Bank of America, an estimated $169M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2021 was Balentine LLC, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2021.